Unclaimed
Kenny Allan Jeffrey is an investment advisor representative with State Farm Investment Management Corp., registered with the state of West Virginia. Kenny has been in the industry since August 3, 2004. Kenny has a Series 6 license and a Series 63 license and a Series 65 license. Kenny's firm manages assets for investment companies and individuals and the firm primarily earns compensation through a percentage of assets under management. Kenny has a business relationship with Kenny Jeffrey's Insurance Agency which provides insurance services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
WV
03/20/2023 - Present
State Farm Investment Management Corp. (MAN WV)
IA
Issued 03/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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